Field notes from Advisor Booking
Plays for growing an independent RIA.
Short, practical notes on referrals, finding your ideal client, and the math behind a full calendar. One play a week.
Pipeline math
How Many Qualified First Meetings Does Your RIA Need Each Month?
“We want to grow our firm” is not a goal. Here is how to turn it into a number in about 10 minutes.
Nick De Jesus Ideal clientHow to Define Your Ideal Client as a Financial Advisor
Your next 20 clients look like your top 20. Here is how to work out who they are and how to get in front of more of them.
Nick De Jesus ReferralsHow to Ask for Referrals Without Sounding Like You’re Asking
Three moments when a referral ask lands as a natural part of the relationship, not a sales pitch, with example language you can adapt.
Nick De Jesus